Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Advisors charges a percentage of the total assets they manage for you. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees can be billed either quarterly or monthly, in arrears or in advance. In some cases, fees will be based on a percentage of your net worth, typically ranging between 0.1% and 0.4%. Savvy generally requires a $500,000 minimum account size, but this is negotiable.
Location
900 Broadway, Unit 202, New York, NY, 10003
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Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Brian is an insurance agent with Lincoln Heritage Insurance Company, doing business as Final Expense Insurance. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Savvy
Previous Registrations
All That Matters Financial Services LLP
The Windmill Group, INC.
The Windmill Group, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Advice and Planning Services
Metlife Securities INC.
Metlife Securities INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Columbia Management Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.